Pennsylvania CLE Course Catalog

In the latest installment in the popular “Negotiation Ethics for Lawyers” series, Zach McGee examines the use of “paltering” in negotiations – the active use of truthful statements to create a false impression – to explore whether such behavior by lawyers is ethical. Paltering is a way of deceiving the other side that differs both from lying by commission – where you misstate facts – and lying by omission – where you fail to provide information. In this program, you’ll not only learn to spot when the other side in a negotiation is paltering but also to understand why paltering works so well and why people have such different views on whether it is ethical. Using a hypothetical negotiation between lawyers, Zach will review the ethics rules that apply to lawyers in negotiations and discuss whether paltering in this context is permitted by the rules. You’ll also learn some negotiation techniques that you can use when your opponent is paltering to protect yourself and your client from being deceived. Rules covered include: ABA Model Rules 4.1 & 8.4; Cal. Business & Professions Code Sec. 6068.

To answer these questions, Pagefreezer partnered with the Association of Certified eDiscovery Specialists (ACEDS) to uncover the industry’s state of readiness for dealing with website, social media, and team collaboration content. This session will be based on this joint research and will bring together industry experts for a panel discussion.

eDiscovery technology went big in 2022, delivering ever more extensive capabilities in eDiscovery and stretching out to other areas such as compliance, cyber, continual monitoring, and more. Hear how our speakers use AI and legal tech to push to and past traditional eDiscovery boundaries – while delivering new solutions that solve old problems more effectively, efficiently, and affordably than ever.

It is not always easy to figure out how to leverage emerging technologies like AI and machine learning. Join our legal experts to learn three practical ways corporate legal departments can start using AI to make an immediate impact.

Join this panel as they discuss how best to manage contracts lifecycles and how legal’s role in it can help the process of aligning objectives to business targets.

A growing challenge is how to manage chat discussions, both in eDiscovery and Information Governance. In this moderated panel session, our experts will delve into issues of ingestion, retention, permissions, and collaboratively discuss the solution paths to the question of what to do with chat in eDiscovery and Information Governance.

As more and more clients continue to request for law firms to introduce new tools and technologies to improve legal services, law firms are being forced to really consider which tools are not only fitting to their organization but also a differentiator for existing and future clients. Join this session as our experts consider what clients are most commonly requesting, share insights into tools and technologies they introduced or created, and provide an overview of the issues and successes they’ve seen along the way.

Data has never been more intimidating: Slack attacks, Zoom booms, short format and continual messaging, and more apps that you can count. A tsunami of new and emerging data sources – ones that don’t work when handled as a traditional document – is crashing down on us. Learn how our panelists not just survive but thrive working with data like Slack, Teams, Zoom, WhatsApp, social media, and more.

In this third program in the series, Zach McGee explores the topic of business ethics versus legal ethics to help you answer two key questions: what are your business clients taught about ethics, and how can you, as their lawyer, help them make ethical business decisions? Zach uses notorious scandals at Theranos, Volkswagen and Turing Pharmaceuticals to illustrate how real-world institutional and competitive pressures can lead some business leaders to follow unethical business practices. Rules covered include: ABA Model Rule 2.1; ABA Model Rule 4.1; and Cal. Bus. & Prof. Code Section 6068.